Vaughan David Investments’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Vaughan David Investments’s Portfolio BSCT Stock Details BSCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.21M	Buy	495,727 +13,210	+3%	+$246K	0.18%	98
2026 Q1	$9M	Buy	482,517 +25,278	+6%	+$475K	0.19%	97
2025 Q4	$8.61M	Buy	457,239 +33,054	+8%	+$623K	0.19%	97
2025 Q3	$7.98M	Buy	424,185 +16,487	+4%	+$309K	0.17%	95
2025 Q2	$7.62M	Buy	407,698 +10,040	+3%	+$186K	0.17%	96
2025 Q1	$7.37M	Buy	397,658 +45,708	+13%	+$842K	0.17%	95
2024 Q4	$6.46M	Buy	351,950 +322,550	+1,097%	+$5.97M	0.15%	96
2024 Q3	$553K	Buy	29,400 +12,300	+72%	+$229K	0.01%	155
2024 Q2	$311K	Buy	+17,100	New	+$310K	0.01%	178

Other funds holding BSCT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vaughan David Investments's BSCT Position: Q2 2026 in Review

Vaughan David Investments increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 2.7% in Q2 2026, buying an estimated $246K and bringing the position to 495,727 shares worth $9.21M. The position accounts for 0.18% of the portfolio, ranked #98.

Vaughan David Investments first reported a position in BSCT in Q2 2024 and has held it in 9 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Vaughan David Investments held 495,727 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $9.21M as of Q2 2026.
Vaughan David Investments bought 13,210 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $246K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.18% of Vaughan David Investments's portfolio in Q2 2026, its #98 holding.
Vaughan David Investments first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.